References or sometimes called jobs or accounts are another form of extra data used in companies.
References are managed in the Administration/System Configuration section of MarginPoint 8. They are sometimes referred to as Jobs, Cost Centers, or Accounts. It’s a form of additional data that can be added to a transaction. Unlike Customer fields, there is additional logic for references that allow you to govern access to these references by Department
7.1 Creating References using the Excel Add-in Tool
References are created with use of the Excel Add-in Tool. Please refer to the MarginPoint 8 Excel Add-In User Guide for further instructions.
7.2 Viewing References
To View references
To View references
1. Go to the Administration drop-down menu and choose System Configuration.
2. In the References section of Administration/System Configuration, click on View References.
